Ownership history in 55I, LLC · 2 quarters on record
This page tracks every 13F SEC filing in which 55I, LLC reported a position in American Funds Income Fund of (AMEFX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2022 Q2 | ADDED | 10,689 | +1,038 | +10.8% | 0.01% | $247K | $15.78 |
| 2021 Q4 | INITIATED | 9,651 | — | — | 0.01% | $249K | $17.41 |